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Branch Manager
Foresters Financial Services
Atlanta, GA, United States
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Description
POSITION SUMMARY:
The Branch Manager is responsible for the execution of sales growth and the attainment of business plan goals within the office. This role also drives recruitment activity to ensure the effective hiring of new employee representatives while being accessible to independent producers as needed.
KEY RESPONSIBILITIES AND ACCOUNTABILITIES:
• Create, in consultation with the Regional Sales Director, an annual business plan and monitor through provided reports/data.
• Accountable for monitoring and reporting office expenses and managing to annual business plan goals.
• Increase sales volume, client acquisition and assets under management within the office.
• Handle/oversee administration, operations and project management of office.
• Utilize a variety of avenues (e.g., career fairs, internet resources, association meetings, etc.) to source, identify, recruit and interview qualified candidates for the employee representative role. Conduct new representative orientations.
• Coach and mentor new employee representatives in order to help them achieve sales results and grow their books of business.
• Conduct ride-a-longs, role-playing and other hands-on coaching activities.
• Effectively manage employee representatives by communicating expectations and standards to achieve or exceed individual and office sales goals.
• Address performance deficiencies and coach for improvement.
• Be accessible to independent producers to provide product information, marketing ideas, and guidance as requested.
• Ensure that branch office Compliance examination deficiencies are corrected and supervisory guidelines are being met.
• Participate in weekly conference calls with Executive Vice President and Regional Sales Director for debriefings of sales activity and updates.
• Attend semi-annual and annual manager meetings to stay abreast of all Foresters Financial initiatives and engagements.
EDUCATIONAL REQUIREMENTS:
• College degree preferred
• Series 7, 24, 51,63, 65 and Life and Health license
KEY QUALIFICATIONS AND COMPETENCIES:
• Previous financial services sales management experience preferred
• Knowledge of advanced sales concepts and financial services market
• Proven record demonstrating the ability to hire and train successful sales professionals/leaders as well as build and manage strong relationships
• Familiarity with budgets and Profit and Loss statements
• Strong presentation skills
• Demonstrated leadership qualities and interpersonal skills
• Ability to build and manage strong relationships
• Excellent written and verbal communication skills along with strong proofreading skills
• Strong research, organizational and analytical skills
Foresters Financial is an Equal Opportunity Employer.